See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,550 | $57,281-22.2% | $86,612-48.6% | $75,163-40.7% |
| Participation rate | 22.2% | 63.2%-41.0pp | 71.7%-49.5pp | 67.2%-45.0pp |
| Annual return | 11.52% | 2670.75%-2659.2pp | 591.07%-579.6pp | 160.62%-149.1pp |
| Employer contribution / active EE | $607 | $2,314-73.8% | $3,022-79.9% | $2,670-77.3% |
| Participant deferral / active EE | $1,194 | $3,318-64.0% | $4,438-73.1% | $4,125-71.0% |
| Admin fee / account holder | $2,677 | $4,112-34.9% | $5,614-52.3% | $5,651-52.6% |